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Avantis US Small Cap Value ETF

701 hedge funds and large institutions have $9.22B invested in Avantis US Small Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 417 increasing their positions, 130 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
701
Holders Change
+59
Holders Change %
+9.19%
% of All Funds
10.14%
Holding in Top 10
124
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+9.73%
% of All Funds
1.79%
New
99
Increased
417
Reduced
130
Closed
33
Calls
$1.73M
Puts
$1.18M
Net Calls
+$547K
Net Calls Change
-$368K
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
226
Diversify Wealth Management
Utah
$7.14M +$6.48M +68,172 +989%
BP
227
BWM Planning
Texas
$7.06M +$7.06M +73,586 New
CFG
228
Cooper Financial Group
California
$7.04M +$7.04M +73,408 New
DSCM
229
Del-Sette Capital Management
New York
$7M +$7M +72,988 New
NL
230
Navalign LLC
California
$6.99M +$220K +2,298 +3%
BAM
231
Bayshore Asset Management
Florida
$6.98M +$500K +5,212 +8%
SFA
232
Sequoia Financial Advisors
Ohio
$6.97M +$1.68M +17,532 +32%
CAC
233
Certified Advisory Corp
Florida
$6.95M +$661K +6,886 +11%
YWM
234
Yardley Wealth Management
Pennsylvania
$6.85M +$6.85M +71,377 New
CWM
235
Collaborative Wealth Management
Florida
$6.83M +$387K +4,036 +6%
TC
236
Trilogy Capital
California
$6.79M +$365K +3,801 +6%
OWA
237
ORBA Wealth Advisors
Illinois
$6.76M +$49.2K +513 +0.7%
PWA
238
PCG Wealth Advisors
Kansas
$6.6M +$1.37M +14,298 +26%
ACP
239
Aveo Capital Partners
Colorado
$6.59M +$657K +6,843 +11%
TIM
240
Tortoise Investment Management
New York
$6.58M +$486K +5,063 +8%
IWS
241
Integrity Wealth Solutions
Colorado
$6.57M +$288K +3,006 +5%
FWP
242
Family Wealth Partners
North Carolina
$6.55M +$142K +1,481 +2%
MFG
243
Merit Financial Group
Georgia
$6.38M -$44.7K -466 -0.7%
LFS
244
Lutz Financial Services
Nebraska
$6.29M +$224K +2,332 +4%
BIP
245
Blue Investment Partners
California
$6.26M +$585K +6,099 +10%
NCM
246
NCM Capital Management
New Jersey
$6.25M +$411K +4,286 +7%
PSCM
247
Per Stirling Capital Management
Texas
$6.22M +$261K +2,722 +4%
WWP
248
WR Wealth Planners
Missouri
$6.2M +$1.23M +12,788 +25%
EWA
249
Elevate Wealth Advisory
Georgia
$6.13M +$134K +1,394 +2%
Jones Financial Companies
250
Jones Financial Companies
Missouri
$6.11M +$2.56M +26,785 +72%